Filed July 29, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,366 | $37,436-96.4% | $77,513-98.2% | $79,858-98.3% |
| Participation rate | 65.1% | 41.5%+23.6pp | 54.2%+10.9pp | 69.6%-4.6pp |
| Annual return | 0.00% | 39.75%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $812 | $1,261-35.6% | $1,861-56.4% | $3,740-78.3% |
| Admin fee / account holder | $44 | $2,505-98.3% | $2,859-98.5% | $5,306-99.2% |